National Head - Investment Products - Stock Broking

Industry - Banking / Financial Services / Broking

Category - Sales & Marketing

Skills - broking wealth banking equity channel head

Job Type - Permanent

Description - Lead multiple distribution channels, conventional and digital with a leading stock broking house in India.

Client Details:

Client is a financial services conglomerate with presence across business lines such as wealth, broking, lending, asset management etc.

Job Description:

- Responsible for scaling the business through nurturing the existing distribution channels

- Actively interact with product providers including in-house research team to understand attractive investment opportunities and trends in the market.

- Drive ticket size and upscale the customer segment

- Focus on the core investment products to cross sell and upsell to the existing customer base

- Drive third party products across mutual funds, insurance , lending etc

- Support the sales team with various analytical reports on financial products, market updates and investment strategies.

- Conduct various training programmes to help and support sales team in enhancing their knowledge on various financial products, markets, etc.

- Have regular communications with field functionaries and help them for customer meetings and concalls to promote an investment opportunity or guide them on client portfolios, etc.

- Follow best practices of industry, code of conducts and satisfy all regulatory requirements needed from time to time.

Profile:

- 20+ years of relevant experience in BFSI sector

- In-depth understanding of the financial markets, economy and all wealth/ insurance products (Equity, Debt, Insurance, MF etc)

- Strong Analytical skills to evaluate various product ideas and provide investment solutions to the end users based on their requirement.

- Excellent written and oral communication skills

Job Offer:

- Leadership P&L responsibility

Contact - Alok Kumar - +91 (0) 22 4236 3352

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